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Original filing (PDF)20250731125521NAL0003075523001
WASHINGTON STATE HOSPITAL ASSOCIATION
Form 5500
FILING_RECEIVED
WASHINGTON STATE HOSPITAL ASSOCIATION 401(K) & RETIREMENT PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
133
Plan assets (EOY)
$22.8M
Net assets (EOY)
$22.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON STATE HOSPITAL ASSOCIATION.
Plan sponsor
Name
WASHINGTON STATE HOSPITAL ASSOCIATION
EIN
91-0584257
Address
999 THIRD AVENUE · SUITE 1400 · SEATTLE, WA · 98104
Phone
(206) 216-2527
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | CHICAGO, IL | NONE | $41K | — |
| NWPS | 91-2090931 | — | NONE | $20K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $7K | — |
Investments
24 direct securities · 1 pooled fund· $20.2M(89% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$20.1M
24 holdings
Common Collective Trust
$188K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $5.3M | 23.3% | |
| BlackRock LifePath Index 2030 Mutual Fund | — | — | — | $2.8M | 12.4% | |
| BlackRock LifePath Index Retirement Mutual Fund | — | — | — | $2.3M | 9.9% | |
| BlackRock LifePath Index 2050 Mutual Fund | — | — | — | $1.5M | 6.5% | |
| BlackRock LifePath Index 2045 Mutual Fund | — | — | — | $1.1M | 4.8% | |
| T. Rowe Price New Horizons Fund Mutual Fund | — | — | — | $927K | 4.1% | |
| Baird Aggregate Bond Fund Mutual Fund | — | — | — | $790K | 3.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $652K | 2.9% | |
| BlackRock LifePath Index 2035 Mutual Fund | — | — | — | $623K | 2.7% | |
| Principal Large Cap Growth Mutual Fund | — | — | — | $568K | 2.5% | |
| BlackRock LifePath Index 2055 Mutual Fund | — | — | — | $561K | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $483K | 2.1% | |
| Vanguard International Growth Mutual Fund | — | — | — | $467K | 2.0% | |
| MFS Global Equity Fund Mutual Fund | — | — | — | $447K | 2.0% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $366K | 1.6% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $251K | 1.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $188K | 0.8% | |
| MassMutual Small Cap Opportunities Mutual Fund | — | — | — | $185K | 0.8% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $181K | 0.8% | |
| Vanguard Total Bond Market Index Mutual Fund | — | — | — | $156K | 0.7% | |
| BlackRock LifePath Index 2060 Mutual Fund | — | — | — | $148K | 0.7% | |
| Allspring Special Mid Cap Value Mutual Fund | — | — | — | $85K | 0.4% | |
| Vanguard Emerging Markets Stock Index Mutual Fund | — | — | — | $85K | 0.4% | |
| Participant loans Rates from 5.5% to 9.5% ‐ 0 ‐ | — | — | — | $36K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $30K | 0.1% |